Average annual returns
Through 20251 year
8.75%
3 year
8.58%
5 year
3.83%
10 year
5.21%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
4.21%
Sharpe
1.97
Sortino
5.52
Max drawdown
-12.68%
Best month
5.73%
Worst month
-10.78%
Beta vs VBTLX
0.66
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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